STRATEGY SHS (SSFI)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
6
Reporting holders
$20.0M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | $17.9M | 840,069 | 0.37% | 16q | +34.0%+$4.5M |
| OneDigital Investment Advisors LLC | $997.5K | 46,789 | 0.01% | 15q | -75.5%-$3.1M |
| GTS SECURITIES LLC | $640.3K | 30,036 | 0.01% | 2q | +16.7%+$91.8K |
| RAYMOND JAMES FINANCIAL INC | $474.0K | 22,236 | 0.00% | 7q | HELD |
| MORGAN STANLEY | $8.7K | 406 | 0.00% | 11q | -44.2%-$6.9K |
| AE Wealth Management LLC | $895 | 42 | 0.00% | 2q | -78.6%-$3.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $20.0M | 939,578 | 0 | 2 | 3 | 0.0% |
| Q1 2026 | 9 | $23.5M | 1,103,827 | 4 | 3 | 1 | 0.0% |
| Q4 2025 | 5 | $15.2M | 709,161 | 0 | 2 | 1 | 0.0% |
| Q3 2025 | 12 | $28.9M | 1,339,331 | 6 | 2 | 1 | 0.0% |
| Q2 2025 | 8 | $20.4M | 954,410 | 1 | 2 | 3 | 0.0% |
| Q1 2025 | 12 | $21.2M | 997,692 | 2 | 3 | 5 | 0.0% |
| Q4 2024 | 11 | $27.7M | 1,328,860 | 2 | 2 | 4 | 0.0% |
| Q3 2024 | 11 | $29.8M | 1,362,118 | 0 | 3 | 5 | 0.0% |
| Q2 2024 | 12 | $29.9M | 1,418,360 | 1 | 9 | 2 | 0.0% |
| Q1 2024 | 12 | $27.3M | 1,288,338 | 1 | 6 | 4 | 0.0% |
| Q4 2023 | 12 | $27.9M | 1,308,595 | 2 | 3 | 4 | 0.0% |
| Q3 2023 | 10 | $26.0M | 1,255,901 | 1 | 6 | 2 | 0.0% |
| Q2 2023 | 9 | $24.9M | 1,146,306 | 1 | 3 | 4 | 0.0% |
| Q1 2023 | 8 | $29.3M | 1,340,628 | 1 | 4 | 3 | 0.0% |
| Q4 2022 | 8 | $20.5M | 962,617 | 2 | 1 | 4 | 0.0% |
| Q3 2022 | 8 | $22.5M | 1,054,340 | 4 | 2 | 2 | 0.0% |
| Q2 2022 | 5 | $19.6M | 872,676 | 2 | 2 | 0 | 0.0% |
| Q1 2022 | 4 | $8.3M | 350,866 | 3 | 0 | 1 | 0.0% |
| Q4 2021 | 2 | $19.6M | 786,683 | 1 | 1 | 0 | 0.0% |
| Q3 2021 | 2 | $8.6M | 344,201 | 2 | 0 | 0 | 0.0% |